HORACE W GOLDSMITH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HORACE W GOLDSMITH FOUNDATION (EIN 13-6107758)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202243119349100429
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T09:27:25-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136107758EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HORACE W GOLDSMITH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORABusinessNameControlTxt
Phone2123198700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 PARK AVENUE 3601AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10152ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM SLAUGHTERPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone2123198700PhoneNum
Signature2022-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastSLAUGHTERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$789,805,822FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,546InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,546InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,322,883DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,506,869DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,201,680NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,530,326GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,827,948CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$42,375,225OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$176,661OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$88,903,334TotalRevAndExpnssAmt
Total Net Invst Incm$91,515,024TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$660,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$330,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$330,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$142,062OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$71,031OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$71,031OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$11,112PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,556PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$5,556PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,525LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$9,215LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,310LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$102,935AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$51,468AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$117,027AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,714,903OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,696,341OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$14,062OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$251,269InterestNetInvstIncmAmt
Taxes Rev And Expnss$780,922TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,629TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$10,730DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$323,001OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$161,501OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$161,709OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,533OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,092,026OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60,867OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,827,723TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,674,036TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$762,562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,533,733ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,495,668ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,361,456TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,674,036TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,258,230TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$56,541,878ExcessRevenueOverExpensesAmt
Net Investment Income$85,840,988NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,009,932SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,249,299SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,249,299SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$292,831AcctRcvblAmt
Acct Rcvbl BOY$282,098AcctRcvblBOYAmt
Acct Rcvbl EOY$292,831AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$292,831AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$167,541PrepaidExpensesBOYAmt
Prepaid Expenses EOY$477,351PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$477,351PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$39,971,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$74,888,764USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$74,888,764USGovtObligationsEOYFMVAmt
Corporate Stock BOY$385,317,910CorporateStockBOYAmt
Corporate Stock EOY$437,317,516CorporateStockEOYAmt
Corporate Stock EOYFMV$437,317,516CorporateStockEOYFMVAmt
Other Investments BOY$212,214,296OtherInvestmentsBOYAmt
Other Investments EOY$240,537,385OtherInvestmentsEOYAmt
Other Investments EOYFMV$240,537,385OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$985,944LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$976,124LandBldgEquipAccumDeprecAmt
Land BOY$20,550LandBOYAmt
Land EOY$9,820LandEOYAmt
Land EOYFMV$9,820LandEOYFMVAmt
Other Assets BOY$40,802OtherAssetsBOYAmt
Other Assets EOY$32,856OtherAssetsEOYAmt
Other Assets EOYFMV$32,856OtherAssetsEOYFMVAmt
Total Assets BOY$683,024,129TotalAssetsBOYAmt
Total Assets EOY$789,805,822TotalAssetsEOYAmt
Total Assets EOYFMV$789,805,822TotalAssetsEOYFMVAmt
Accounts Payable BOY$426,243AccountsPayableBOYAmt
Accounts Payable EOY$825,884AccountsPayableEOYAmt
Grants Payable BOY$9,617,607GrantsPayableBOYAmt
Grants Payable EOY$9,925,672GrantsPayableEOYAmt
Other Liabilities BOY$2,196,556OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,962,024OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,240,406TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,713,580TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$670,783,723NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$776,092,242NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$670,783,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$776,092,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$683,024,129TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$789,805,822TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$670,783,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$56,541,878ExcessRevenueOverExpensesAmt
Other Increases$55,069,651OtherIncreasesAmt
Subtotal$782,395,252SubtotalAmt
Other Decreases$6,303,010OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$776,092,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
JP MORGAN EAGLE - PUBLICLY TRADED SECURITIES1999-01-012021-12-31$36,285,897$20,662,412$15,623,485$15,623,485
GARDNER RUSSO & GARDNER - PUBLICLY TRADED SECURITIES1999-01-012021-12-31$55,226,400$38,184,662$17,041,738$17,041,738
SELECT EQUITY GROUP - PUBLICLY TRADED SECURITIES1999-01-012021-12-31$31,997,658$22,453,710$9,543,948$9,543,948
JP MORGAN - PUBLICLY TRADED SECURITIES1999-01-012021-12-31$39,952,104$39,952,104$0$0
JP MORGAN - PUBLICLY TRADED SECURITIES1999-01-012021-12-31$33,068,267$33,075,758-$7,491-$7,491
GOLDEN GATE CAPITAL OPPORTUNITY FUND1999-01-012021-12-31$5,518,574$5,518,574P
SYCAMORE PARTNERS LP1999-01-012021-12-31$2,858,932$2,858,932P
SYCAMORE PARTNERS A LP1999-01-012021-12-31$150,770$150,770P
GREAT JONES FUND, LP1999-01-012021-12-31$17,651,212$17,651,212P
WEBSTER CAPITAL III1999-01-012021-12-31$12,793,341$12,793,341P
GGC NEUSTAR INVESTORS LP1999-01-012021-12-31$808,106$808,106P
WEBSTER CAPITAL IV1999-01-012021-12-31$1,675,001$1,675,001P
ADD: AMOUNT ATTRIBUTABLE TO UBI$170,332$170,332P
FieldValueIRS element (for citing)
Capital Gain Net Income$83,827,948CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,193,190InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,193,190SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,193,190TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,113,922EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,128,922TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$64,268TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWVOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2123198700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1375 PARK AVENUE SUITE 3601AddressLine1Txt
CityNYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10152ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM A SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152MANAGING DIR. (CEO)35.00$175,000$0$0
CHARLES L SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152MANAGING DIR. (CFO & TREASURER)25.00$175,000$0$0
R JAMES SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152MANAGING DIR. (SECRETARY)25.00$175,000$0$0
JOSEPH W SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152DIRECTOR5.00$45,000$0$0
HANNAH M JOCELYN
375 PARK AVENUE 1602NEW YORKNY10152DIRECTOR5.00$45,000$0$0
SAMUEL SLAUGHTER
375 PARK AVENUE 1602NEW YORKNY10152DIRECTOR5.00$45,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonLAURA SCHWEDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O THE FOUNDATION 375 PARK AVENUEAddressLine1Txt
Address Line21602AddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10152ZIPCd
FieldValueIRS element (for citing)
TitleOFFICE MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos35.00AverageHrsPerWkDevotedToPosRt
Compensation$142,062CompensationAmt
Employee Benefits$2,514EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
EAGLE CAPITAL MANAGEMENT
499 PARK AVENUENYNY10022INVESTMENT MANAGER$1,283,188
SELECT EQUITY GROUP LP
380 LAFAYETTE STREETNYNY10003INVESTMENT MANAGER$1,035,836
GARDNER RUSSO & GARDNER LLC
223 EAST CHESTNUT STREETLANCASTERPA17602INVESTMENT MANAGER$264,537
JP MORGAN CHASE BANK NA
270 PARK AVENUENYNY10017INVESTMENT CUSTODIAN$69,572
CONDON O'MEARA MCGINITY & DONNELLY LLP
ONE BATTERY PARK PLAZA 7TH FLNYNY10004AUDIT & TAX SERVICES$60,770
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$510,148,170AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,957,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$208,903,174FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$744,009,196TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$744,009,196AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,160,138CashDeemedCharitableAmt
Net Vl Noncharitable Assets$732,849,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,642,453MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,642,453MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,193,190TaxBasedOnInvestmentIncomeAmt
Total Tax$1,193,190TotalTaxAmt
Distributable Before Adj$35,449,263DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,449,263DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,449,263DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,258,230ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,258,230QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,449,263DistributableAsAdjustedAmt
Undistributed Income PY$25,503,068UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$28,258,230QualifyingDistributionsAmt
Applied To Year1$25,503,068AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,755,162AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$32,694,101UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (257 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdCityRecipientForeignAddress/CityNmForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
52ND STREET PROJECT
789 10TH AVENUENEW YORKNY10019N/APCGENERAL OPERATIONS$30,000
826 VALENCIA
826 VALENCIA STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$100,000
ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA
C/O DREXEL UNIVERSITY 1900 BENJAMINPHILADELPHIAPA19103N/APCSPECIAL PROJECT$100,000FRANKLIN PARKWAY
ACADEMY OF VOCAL ARTS
1920 SPRUCE STREETPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$25,000
ALL WE CAN SAVE PROJECT (FS MULTIPLIER)
548 MARKET STREET PMB 1178SAN FRANCISCOCA94101N/APCGENERAL OPERATIONS$10,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER
55 WEST 39TH STREET 4TH FLOORNEW YORKNY10018N/APCGENERAL OPERATIONS$75,000
AMERICAN JOURNALISM PROJECT
6218 GEORGIA AVENUE NW STE 1-599WASHINGTONDC20011N/APCGENERAL OPERATIONS$250,000
AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
6-8 CHARLTON STREETPRINCETONNJ08540N/APCSPECIAL PURPOSE$150,000
AMERICAN SOCIETY FOR YAD VASHEM
500 5TH AVE STE 42NEW YORKNY10110N/APCGENERAL OPERATIONS$100,000
AMREF HEALTH AFRICA
75 BROAD STREET STE 703NEW YORKNY10004N/APCGENERAL OPERATIONS$150,000
ANTI-DEFAMATION LEAGUE (ADL)
605 THIRD AVENUENEW YORKNY10158N/APCSPECIAL PROJECT$100,000
ANTI-DEFAMATION LEAGUE (ADL)
PO BOX 54646PHILADELPHIAPA19148N/APCSPECIAL PROJECT$125,000
APERTURE FOUNDATION
547 WEST 27TH STREET 4TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$75,000
ARDEN THEATRE CO
40 N 2ND STREETPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$25,000
ARS NOVA
511 WEST 54TH STREETNEW YORKNY10019N/APCSPECIAL PROJECT$70,000
ART 21 INC
231 WEST 29TH STREET STE 706NEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
ARTCINA
1700 SANSOM STREET 10TH FLOORPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$25,000
ARTISTS SPACE
11 CORTLAND AVENUENEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
ASPEN INSTITUTE
2300 N STREET NW STE 700WASHINGTONDC20037N/APCSPECIAL PROJECT$100,000
BAY AREA DISCOVERY MUSEUM
FORT BAKER 557 MCREYNOLDS ROADSAUSALITOCA94965N/APCSPECIAL PROJECT$50,000
BAY AREA LEGAL AID
1735 TELEGRAPH AVENUEOAKLANDCA94612N/APCGENERAL OPERATIONS$40,000
BAY AREA SCORES
C/O WEWORKS 1460 MISSION STREETSAN FRANCISCOCA94103N/APCGENERAL OPERATIONS$100,000
BEHIND THE BOOK
216 WEST 135 STREET GROUND FLOORNEW YORKNY10030N/APCGENERAL OPERATIONS$10,000
BOYS AND GIRLS CLUB OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$200,000
BOYS AND GIRLS CLUB OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
BRAC-USA
110 WILLIAM STREET 18TH FLOORNEW YORKNY10038N/APCSPECIAL PROJECT$150,000
BRAC-USA
110 WILLIAM STREET 18TH FLOORNEW YORKNY10038N/APCSPECIAL PROJECT$400,000
BRAC-USA
110 WILLIAM STREET 18TH FLOORNEW YORKNY10038N/APCSPECIAL PROJECT$100,000
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609NEW YORKNY10036N/APCGENERAL OPERATIONS$100,000
BRIDGE INTERNATIONAL ACADEMIES LIBERIA KEN
622 MARYLAND AVENUE NEWASHINGTONDC20002N/APCSPECIAL PROJECT$300,000
BRIGHAM AND WOMEN'S HOSPITAL - HARVARD GHD
75 FRANCIS STREETBOSTONMA02115N/APCGENERAL OPERATIONS$150,000
BROOKLYN MUSEUM OF ART
144 UNION STREETBROOKLYNNY11231N/APCGENERAL OPERATIONS$100,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRSAN FRANCISCOCA94118N/APCGENERAL OPERATIONS$100,000
CALMATTERS
1017 L STREET 261SACRAMENTOCA95814N/APCGENERAL OPERATIONS$75,000
CAMP KESEM
10586 W PICO BOULEVARD 196LOS ANGELESCA90064N/APCGENERAL OPERATIONS$50,000
CAMPAIGN LEGAL CENTER
1101 14TH STREET NW STE 400WASHINGTONDC20005N/APCGENERAL OPERATIONS$100,000
CANAL COMMUNITY ALLIANCE
91 LARKSPUR STREETSAN RAFAELCA94901N/APCGENERAL OPERATIONS$100,000
CAPITAL B NEWS
157 13TH STREET STE 223BROOKLYNNY11215N/APCGENERAL OPERATIONS$100,000
CARNEGIE HALL
881 7TH AVENUENEW YORKNY10019N/APCSPECIAL PURPOSE$250,000
CASEY HOUSE FOUNDATION
N/APCGENERAL OPERATING (FOREIGN EQUIVALENCY DETERMINATION - EXPENDITURE RESPONSIBILITY PERFORMED)$20,000119 ISABELLA STREETTORONTOCA
CATHEDRAL CHURCH OF ST JOSEPH THE DIVINE
1047 AMSTERDAM AVENUENEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
CENTER FOR FAMILY REPRESENTATION
40 WORTH STREET STE 605NEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
CENTER FOR FICTION
15 LAFAYETTE AVENUEBROOKLYNNY11217N/APCGENERAL OPERATIONS$20,000
CENTER FOR INVESTIGATIVE REPORTING
2950 BROADWAYNEW YORKNY10027N/APCGENERAL OPERATIONS$150,000
CHILDREN'S MUSEUM OF THE ARTS
103 CHARLTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$50,000
CHINATI FOUNDATION
PO BOX 1135MARFATX79843N/APCGENERAL OPERATIONS$50,000
CITY SURF PROJECT
1633 VALENCIA STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$25,000
CITY UNIVERSITY OF NEW YORK
135 E 22ND STREETNEW YORKNY10010N/APCSPECIAL PURPOSE$250,000
COLLEGE TRACK
112 LINDEN STREETOAKLANDCA94607N/APCGENERAL OPERATIONS$250,000
COMMUNITY LEGAL SERVICES OF PHILADELPHIA INC
1424 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$150,000
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94103N/APCGENERAL OPERATIONS$100,000
CONCERTO SOLOISTS CHAMBER ORCHESTRA OF PHILADELPHIA
1520 LOCUST ST 500PHILADELPHIAPA19102N/APCGENERAL OPERATIONS$50,000
CONGREGATION BEIT SIMCAT TORAH IMMIGRATION CLINIC
130 WEST 30TH STREETNEW YORKNY10001N/APCGENERAL OPERATIONS$50,000
CONGREGATION EMANU-EI
2 LAKE STREETSAN FRANCISCOCA94118N/APCSPECIAL PURPOSE$250,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT
718 ARCH STREET SUITE 300NPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$12,500
COUNCIL FOR CANADIAN AMERICAN RELATIONS
14 EAST 60TH STREET STE 700NEW YORKNY10022N/APCGENERAL OPERATIONS$25,000
CREATIVE TIME
59 E 4TH ST 6TH FLNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
CURTIS INSTITUTE OF MUSIC
1726 LOCUST STREETPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$75,000
DEMOCRACY WORKS
20 JAY STREETBROOKLYNNY11201N/APCGENERAL OPERATIONS$250,000
DEMOS
80 BROAD STREET 4TH FLOORNEW YORKNY10004N/APCGENERAL OPERATIONS$80,000
DEVELOPMENT MEDIA INTERNATIONAL (DMI)
N/APCSPECIAL PROJECT (FOREIGN EQUIVALENCY DETERMINATION - EXPENDITURE RESPONSIBILITY PERFORMED)$200,000UNIT R-RELIANCE WHARF HERTFORD ROADLONDON N1 5EWUK
DIA ART FOUNDATION
535 W 22ND ST 4TH FLNEW YORKNY10011N/APCSPECIAL PURPOSE$125,000
DIABETIC YOUTH FOUNDATION
5167 CLAYTON ROAD STE FCONCORDCA94521N/APCGENERAL OPERATIONS$30,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117N/APCGENERAL OPERATIONS$150,000
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REALMENLO PARKCA94025N/APOFGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$200,000
DRAWING CENTER
35 WOOSTER STNEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
EARLY MUSIC FOUNDATION
10 W 68TH STNEW YORKNY10023N/APCGENERAL OPERATIONS$12,500
EARLY STEPS
540 EAST 76TH STREETNEW YORKNY10021N/APCGENERAL OPERATIONS$10,000
EARTHJUSTICE
50 CALIFORNIA STREET STE 500SAN FRANCISCOCA94111N/APCGENERAL OPERATIONS$100,000
EASTERN MENNONITE UNIVERSITY
1200 PARK ROADHARRISONBURGVA22802N/APCSPECIAL PROJECT$30,000
EDUCATION LAW CENTER
1315 WALNUT STREET STE 400PHILADELPHIAPA19107N/APCGENERAL OPERATIONS$50,000
EMMA'S TORCH
345 SMITH STREETBROOKLYNNY11231N/APCGENERAL OPERATIONS$20,000
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD C385SAN FRANCISCOCA94123N/APCGENERAL OPERATIONS$35,000
ESF DREAM CAMP FOUNDATION
750 E HAVERFORD ROADBRYN MAWRPA19010N/APCSPECIAL PROJECT$150,000
EUGENE O'NEILL THEATRE CENTER
230 W 49TH STNEW YORKNY10019N/APCGENERAL OPERATIONS$20,000
EYELLIANCE
110 EAST 25TH STREETNEW YORKNY10010N/APCGENERAL OPERATIONS$100,000
FAMILY HOUSE
540 MISSION BAY BLVD NSAN FRANCISCOCA94158N/APCGENERAL OPERATIONS$100,000
FILM FORUM (THE MOVING IMAGE)
209 WEST HOUSTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$25,000
FINANCING ALLIANCE FOR GLOBAL HEALTH(FA CAPITAL FOR GOOD)
1536 EAST LANCASTER AVENUEPAOLIPA19301N/APCGENERAL OPERATIONS$150,000
FOUNDATION FOR CONTEMPORARY ARTS
820 GREENWICH ST FLOOR 4NEW YORKNY10014N/APCSPECIAL PURPOSE$20,000
FRIENDS OF THE HIGH LINE
30 GANSEVOORT STNEW YORKNY10014N/APCGENERAL OPERATIONS$83,334
FUND FOR THE CITY OF NEW YORK - PROMISE PROJECT
121 AVENUE OF AMERICAS 6TH FLOORNEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
GHETTO FILM SCHOOL
79 ALEXANDER AVE STE 4BRONXNY10454N/APCGENERAL OPERATIONS$67,000
GHETTO FILM SCHOOL
79 ALEXANDER AVE STE 4BRONXNY10454N/APCGENERAL OPERATIONS$100,000
GIRL SCOUT COUNCIL OF GREATER NEW YORK
40 WALL ST STE 708NEW YORKNY10005N/APCSPECIAL PURPOSE$75,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
201 FORT MASONSAN FRANCISCOCA94123N/APCSPECIAL PURPOSE$500,000
GUGGENHEIM MUSEUM
1071 FIFTH AVENUENEW YORKNY10128N/APCGENERAL OPERATIONS$25,000
HAITI CARDIAC ALLIANCE
47 MAPLE STREET 213BURLINGTONVT05401N/APCGENERAL OPERATIONS$150,000
HAMMER MUSEUM AT UCLA
10899 WILSHIRE BOULEVARDLOS ANGELESCA90024N/ASO III FISPECIAL PROJECT$75,000
HARLEM SCHOOL OF THE ARTS
645 SAINT NICHOLAS AVENUENEW YORKNY10030N/APCGENERAL OPERATIONS$40,000
HOMELESS PRENATAL PROGRAM
2500 18TH STSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$125,000
HORIZONS NATIONAL
12 E 89TH STNEW YORKNY10128N/APCGENERAL OPERATIONS$35,000
INDEPENDENCE HISTORICAL TRUST
316 CHESTNUT STPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$50,000
INNOVATIONS FOR POVERTY ACTION (IMPACT MATTERS)
228 PARK AVE S SUITE 53674NEW YORKNY10003N/APCGENERAL OPERATIONS$250,000
INSTITUTE OF CONTEMPORARY ARTS
111 SOUTH MICHIGAN AVENUECHICAGOIL60603N/APCGENERAL OPERATIONS$50,000
INTERACT THEATER CO
302 S HICKS STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$15,000
INTERNATIONAL PRINT CENTER NEW YORK
508 WEST 26TH STREET 5TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$15,000
INTERNATIONAL STUDIO & CURATORIAL PROGRAM
1040 METROPOLITAN AVEBROOKLYNNY11211N/APCGENERAL OPERATIONS$50,000
ISRAEL ELWYN
N/APCSPECIAL PURPOSE$100,00020 HENRIETTA SZOLDISJERUSALEM96502
JAMESTOWN COMMUNITY CENTER
3382 26TH STREETSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$60,000
JBI INTERNATIONAL
110 E 30THNEW YORKNY10016N/APCGENERAL OPERATIONS$12,500
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118N/APCGENERAL OPERATIONS$250,000
JPAL - POVERTY ACTION LAB AT MIT
77 MASSACHUSETTS AVENUE E19-201CAMBRIDGEMA02139N/APCSPECIAL PROJECT$150,000
JUDD FOUNDATION
101 SPRING STNEW YORKNY10012N/APCSPECIAL PURPOSE$75,000
JUMA VENTURES
131 STEUART STREET STE 201SAN FRANCISCOCA94106N/APCGENERAL OPERATIONS$75,000
JUVENILE LAW CENTER
1800 JFK BLVD 1900BPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$200,000
KHALSA AID INTERNATIONAL
451 PEACOCK WAYVACAVILLECA95688N/APCGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$50,000
KICK START
C/O SANDBOX SUITES 1385 MISSIONSAN FRANCISCOCA94103N/APCGENERAL OPERATIONS$50,000STREET
KIMMEL CENTER INC (FORMERLY RPAC)
1500 WALNUT STREET 17TH FLOORPHILADELPHIAPA19102N/APCSPECIAL PROJECT$250,000
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045N/APCGENERAL OPERATIONS$50,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVENUESAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$100,000
LAS FOTOS PROJECT
PO BOX 741265LOS ANGELESCA90074N/APCGENERAL OPERATIONS$50,000
LAST MILE HEALTH
PO BOX 970062BOSTONMA02297N/APCSPECIAL PROJECT$250,000
LEGAL SERVICES FOR CHILDREN
1254 MARKET STREET 3RD FLOORSAN FRANCISCOCA94102N/APCGENERAL OPERATIONS$125,000
LITTLE KIDS ROCK
PO BOX 43369MONTCLAIRNJ07043N/APCSPECIAL PROJECT$100,000
LIVING GOODS
220 HALLECK STREET STE 210 THESAN FRANCISCOCA94129N/APCSPECIAL PROJECT$500,000PRESIDIO
LONGHOUSE RESERVE
133 HANDS CREEK ROADEAST HAMPTONNY11937N/APCGENERAL OPERATIONS$20,000
MANHATTAN COUNTRY SCHOOL
150 WEST 85TH STREETNEW YORKNY10024N/APCGENERAL OPERATIONS$100,000
MANN CENTER FOR THE PERFORMING ARTS
123 S BROAD STREET STE 815PHILADELPHIAPA19109N/APCSPECIAL PROJECT$125,000
MARIN COUNTRY DAY SCHOOL
5221 PARADISE DRCORTE MADERACA94925N/APCGENERAL OPERATIONS$75,000
MEDIC MOBILE
3254 19TH STREET 2ND FLOORSAN FRANCISCOCA94110N/APCSPECIAL PROJECT$200,000
MERCY HOUSING CALIFORNIA
720 7TH STREETSACRAMENTOCA95814N/APCGENERAL OPERATIONS$125,000
MESTIZO DANCE INC
85-20 ELMHURST AVE 2FQUEENSNY11373N/APCGENERAL OPERATIONS$5,000
METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023N/APCGENERAL OPERATIONS$300,000
MISSION ASSET FUND
3269 MISSION STREETSAN FRANCISCOCA94110N/APCSPECIAL PROJECT$75,000
MOMA PS 1 (WAS PS-1 CONTEMPORARY ART CENTER)
11 WEST 53RD STREETNEW YORKNY10019N/APCSPECIAL PROJECT$150,000
MOUNT SINAI HOSPITAL OF NEW YORK
ONE GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029N/APCSPECIAL PROJECT$200,000
MOVING TRADITIONS
8380 OLD YORK ROAD STE 4300ELKINS PARKPA19027N/APCGENERAL OPERATIONS$12,500
MULTIPLE MYELOMA RESEARCH FDN
383 MAIN AVENUE 5TH FLOORNORWALKCT06851N/APCGENERAL OPERATIONS$125,000
MUSEUM OF THE AMERICAN REVOLUTION
383 MAIN AVENUE 5TH FLOORNORWALKCT06851N/APCGENERAL OPERATIONS$25,000
MUSEUM VIEWS LTD
2 PETER COOPER ROADNEW YORKNY10010N/APFGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$25,000
MUSO
3254 19TH STREET 2ND FLOORSAN FRANCISCOCA94110N/APCSPECIAL PROJECT$175,000
MYAGRO
130 SEVENTH AVENUE 160NEW YORKNY10011N/APCGENERAL OPERATIONS$150,000
NAKED ANGELS THEATRE COMPANY
218 N 7TH STREET APT 2LBROOKLYNNY11211N/APCGENERAL OPERATIONS$35,000
NAMATI
1710 RHODE ISLAND AVENUE NW STE 900WASHINGTONDC20036N/APCGENERAL OPERATIONS$75,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STNANTUCKETMA02554N/APCGENERAL OPERATIONS$25,000
NATIONAL CONSTITUTION CENTER
INDEPENDENCE MALL 525 ARCH STREETPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$750,000
NATIONAL PRESS CLUB JOURNALISM INST
529 14TH STREET NW 13TH FLOORWASHINGTONDC20045N/APCGENERAL OPERATIONS$20,000
NATIONAL REDISTRICTING FOUNDATION
1440 G STREET NW STE 8208WASHINGTONDC20005N/APCGENERAL OPERATIONS$100,000
NAUMBURG ORCHESTRAL CONCERTS
830 FIFTH AVENUENEW YORKNY10065N/APCGENERAL OPERATIONS$12,500
NEIGHBORHOOD COALITION FOR SHELTER INC
50 BROADWAY STE 1301NEW YORKNH10004N/APCGENERAL OPERATIONS$37,500
NEW 42ND STREET
229 W 42ND STREETNEW YORKNY10036N/APCGENERAL OPERATIONS$75,000
NEW ALTERNATIVES FOR CHILDREN INC
37 WEST 26TH STREETNEW YORKNY10010N/APCGENERAL OPERATIONS$50,000
NEW ART PUBLICATIONS
80 HANSON PLBROOKLYNNY11217N/APCGENERAL OPERATIONS$50,000
NEW DOOR VENTURES
3221 20TH STSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$50,000
NEW YORK CITY CENTER
131 W 55TH STNEW YORKNY10019N/APCGENERAL OPERATIONS$37,500
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$75,000
NEW YORK SHAKESPEARE FESTIVAL (THE PUBLIC THEATER)
425 LAFAYETTE STREETNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
NEW YORK STAGE AND FILM CO
214 WEST 29TH STREET STE 1001NEW YORKNY10001N/APCGENERAL OPERATIONS$25,000
NEWARK MUSEUM
49 WASHINGTON STNEWARKNJ07102N/APCSPECIAL PURPOSE$20,000
ONE ACRE FUND
81 PROSPECT STREET BROOKLYN NYBROOKLYNNY11201N/APCSPECIAL PROJECT$250,00011201
ONEJUSTICE
433 CALIFORNIA ST STE 815SAN FRANCISCOCA94104N/APCSPECIAL PURPOSE$50,000
OPEN DOOR LEGAL
60 OCEAN AVENUESAN FRANCISCOCA94112N/APCGENERAL OPERATIONS$25,000
OPERA COMPANY OF PHILADELPHIA
ACADEMY HOUSE 1420 LOCUST STREETPHILADELPHIAPA19102N/APCSPECIAL PROJECT$250,000STE 210
PACIFIC INST FOR STUDIES IN DEVELOPMENTENVIRONSECURITY
654 13TH STREET PRESERVATION PARKOAKLANDCA94612N/APCGENERAL OPERATIONS$125,000
PARK AVENUE ARMORY (SEVENTH REG ARM CONS INC)
643 PARK AVENUENEW YORKNY10065N/APCGENERAL OPERATIONS$50,000
PARRISH ART MUSEUM
279 MONTAUK HIGHWAYWATERMILLNY11976N/APCGENERAL OPERATIONS$33,000
PATH - PROGRAM FOR APPROPRIATE TECHNOLOGY IN HEALTH
2201 WESTLAKE AVENUE STE 200SEATTLEWA98121N/APCSPECIAL PROJECT$250,000
PATH - PROGRAM FOR APPROPRIATE TECHNOLOGY IN HEALTH
2201 WESTLAKE AVENUE STE 200SEATTLEWA98121N/APCSPECIAL PROJECT$225,000
PATH - PROGRAM FOR APPROPRIATE TECHNOLOGY IN HEALTH
2201 WESTLAKE AVENUE STE 200SEATTLEWA98121N/APCSPECIAL PROJECT$100,000
PECONIC LAND TRUST
296 HAMPTON ROAD PO BOX 1776SOUTHAMPTONNY11969N/APCSPECIAL PROJECT$50,000
PEER HEALTH EXCHANGE
55 EXCHANGE PLACE STE 405NEW YORKNY10005N/APCGENERAL OPERATIONS$150,000
PEERFORWARD
1140 3RD ST NE SUITEWASHINGTONDC20002N/APCGENERAL OPERATIONS$50,000
PEN AMERICAN CENTER - READERS & WRITERS PROGRAM
588 BROADWAY STE 303NEW YORKNY10012N/APCSPECIAL PROJECT$35,000
PENNSYLVANIA BALLET ASSOCIATION
323 N BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$75,000
PENNSYLVANIANS FOR MODERN COURTS
2 PENN CENTER STE 1140 1500 JOHN FPHILADELPHIAPA19102N/APCSPECIAL PROJECT$50,000KENNEDY BOULEVARD
PEOPLE'S LIGHT & THEATRE CO
39 CONESTOGA ROADMALVERNPA19355N/APCGENERAL OPERATIONS$25,000
PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$12,500
PHILADELPHIA FUTURES FOR YOUTH
123 S BROAD ST STE 850PHILADELPHIAPA19109N/APCGENERAL OPERATIONS$150,000
PHILADELPHIA JEWISH FILM MEDIA
1613 WALNUT STREET 2ND FLOORPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$12,500
PHILADELPHIA MURAL ARTS ADVOCATES
1727 MOUNT VERNON STPHILADELPHIAPA19130N/APCGENERAL OPERATIONS$75,000
PHILADELPHIA YOUTH BASKETBALL INC
1735 MARKET STPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$25,000
PHILADELPHIA YOUTH BASKETBALL INC
1735 MARKET STPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$150,000
PHYSICIANS FOR HUMAN RIGHTS
256 WEST 38TH STREET 9TH FLOORNEW YORKNY10018N/APCSPECIAL PROJECT$50,000
PIONEER WORKS
159 PIONEER STREETBROOKLYNNY11231N/APCGENERAL OPERATIONS$25,000
PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA
1144 LOCUST STREETPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$150,000
PLAYING ON AIR
106 UNDERHILL ROADHILLSDALENY12529N/APCGENERAL OPERATIONS$25,000
PLAYWORKS
100 W OXFORD ST STE E-3000PHILADELPHIAPA19122N/APCGENERAL OPERATIONS$250,000
PRAEKELT FOUNDATION
N/APCSPECIAL PROJECT (FOREIGN EQUIVALENCY DETERMINATION - EXPENDITURE RESPONSIBILITY PERFORMED)$150,000UNIT 2B KINGS CROSS 15 FRIENDSALT RIVER CAPE TSFSTREET
PRECISION AGRICULTURE FOR DEVELOPMENT
90 CANAL STREET 4TH FLOORBOSTONMA02114N/APCGENERAL OPERATIONS$150,000
PRINTED MATTER INC
231 11TH AVENEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
PRO BONO PARTNERSHIP
300 LANIDEX PLAZAPARSIPPANYNJ07054N/APCGENERAL OPERATIONS$20,000
PROTECT DEMOCRACY PROJECT
20202 PENNSYLVANIA AVENUE NW 163WASHINGTONDC20006N/APCGENERAL OPERATIONS$75,000
PROVIDE
PO BOX 410164CAMBRIDGEMA02141N/APCGENERAL OPERATIONS$10,000
PUBLIC ART FUND
ONE EAST 53RD STNEW YORKNY10022N/APCSPECIAL PURPOSE$50,000
QUEER ART
140 SECOND AVENUE 503NEW YORKNY10003N/APCGENERAL OPERATIONS$10,000
RADIO DIARIES (NPR)
20 JAY STREET 205BROOKLYNNY11201N/APCGENERAL OPERATIONS$10,000
READING PARTNERS
499 7TH AVENUE 20TH FLNEW YORKNY10018N/APCGENERAL OPERATIONS$333,334
RECESS ACTIVITIES
46 WASHINGTON AVENUEBROOKLYNNY11205N/APCSPECIAL PROJECT$35,000
RED HOOK INITIATIVE
767 HICKS STREETBROOKLYNNY11231N/APCGENERAL OPERATIONS$25,000
REPRODUCTIVE HEALTH ACCESS PROJECT
PO BOX 21191NEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
RESPONSE CRISIS CENTER (WAS RESPONSE OF SUFFOLK CO)
PO BOX 300STONY BROOKNY11790N/APCGENERAL OPERATIONS$25,000
RESTART AFRICA -USA
7209 HASENTREE WAYWAKE FORESTNC27587N/APCGENERAL OPERATING$50,000
RIP MEDICAL
80 THEODORE FREMD AVENUERYENY10580N/APCGENERAL OPERATIONS$25,000
RIPIN (RI PARENT INFORMATION NETWORK)
300 JEFFERSON BOULEVARDWARWICKRI02888N/APCGENERAL OPERATIONS$50,000
ROUNDABOUT THEATRE COMPANY
227 W 42ND STNEW YORKNY10036N/APCSPECIAL PURPOSE$100,000
RUNNING START
1310 L STREET NW STE 820WASHINGTONDC20005N/APCGENERAL OPERATIONS$25,000
SAFE & SOUND (FORMERLY SF CHILD ABUSE PREV CTR)
1757 WALLER STREETSAN FRANCISCOCA94117N/APCSPECIAL PROJECT$150,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107N/APCGENERAL OPERATIONS$100,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107N/APCGENERAL OPERATIONS$75,000
SAR HIGH SCHOOL
655 WEST 254TH STREETRIVERDALENY10471N/APCGENERAL OPERATIONS$50,000
SAVE THE BAY
300 FRANK H OGAWA PLAZA SUITE 10OAKLANDCA94612N/APCGENERAL OPERATIONS$25,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZANEW YORKNY10023N/APCGENERAL OPERATIONS$100,000
SCHUYLKILL CENTER FOR ENVIRONMENTAL EDUCATION
8480 HAGYS MILL ROADPHILADELPHIAPA19128N/APCGENERAL OPERATIONS$25,000
SECOND STAGE THEATRE
305 W 43RD STREETNEW YORKNY10036N/APCGENERAL OPERATIONS$50,000
SETTLEMENT MUSIC SCHOOL
PO BOX 63966PHILADELPHIAPA19147N/APCGENERAL OPERATIONS$50,000
SHE SHOULD RUN
80 M ST SE FL 1WASHINGTONDC20003N/APCGENERAL OPERATIONS$25,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612N/APCSPECIAL PURPOSE$100,000
SKOWHEGAN
136 WEST 22ND STREETNEW YORKNY10011N/APCGENERAL OPERATIONS$15,000
SLIFKA CENTER AT YALE
80 WALL STREETNEW HAVENCT06511N/APCGENERAL OPERATIONS$150,000
SOHO REP
46 WALKER STNEW YORKNY10013N/APCGENERAL OPERATIONS$35,000
SOLUTIONS JOURNALISM NETWORK
79 MADISON AVENUE 224NEW YORKNY10016N/APCGENERAL OPERATIONS$100,000
SPACE ON RYDER FARM
406 STARR RIDGE RDBREWSTERNY10509N/APCGENERAL OPERATIONS$60,000
SUMMER SEARCH
101 HOWARD STREET STE 250SAN FRANCISCOCA94105N/APCGENERAL OPERATIONS$50,000
SUPPORT CENTER FOR CHILD ADVOCATES INC
ONE PENN CENTER 1617 JOHN F KENNEDYPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$150,000BLVD 1200
SURFRIDER FOUNDATION
PO BOX 193652SAN FRANCISCOCA94119N/APCGENERAL OPERATIONS$30,000
SWISS INSTITUTE
38 ST MARKS PLACENEW YORKNY10003N/APCSPECIAL PROJECT$20,000
SWORDS TO PLOWSHARES
401 VAN NESS AVENUE STE 313SAN FRANCISCOCA94102N/APCMIXED PURPOSE$250,000
TEATRO GRATTACIELO
209 40TH STREET APT 3BUNION CITYNJ07087N/APCGENERAL OPERATIONS$50,000
TEMPLE BETH ISRAEL (PHOENIX)
10460 NORTH 56TH STREETSCOTTSDALEAZ85253N/APCSPECIAL PROJECT$50,000
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915N/APCGENERAL OPERATIONS$50,000
TERRE DES HOMMES
N/APCGENERAL OPERATIONS$150,000AVENUE DE MONTCHOISI 15 CH-1006LAUSANNESZ
TERRIFIC INC
1222 T STREET NWWASHINGTONDC20009N/APCGENERAL OPERATIONS$25,000
THATCHER SCHOOL
5025 THACHER ROADOJAICA93023N/APCSPECIAL PROJECT$75,000
THE 19TH NEWS
1201 BARBARA JORDAN BLVD SUITE 700AUSTINTX78723N/APCGENERAL OPERATIONS$50,0001188
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130N/APCGENERAL OPERATIONS$250,000
THE FORWARD
125 MAIDEN LANE 8TH FLOORNEW YORKNY10038N/APCSPECIAL PROJECT$100,000
THE FORWARD
125 MAIDEN LANE 8TH FLOORNEW YORKNY10038N/APCGENERAL OPERATIONS$75,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
712 H ST PMB 37WASHINGTONDC20002N/APCGENERAL OPERATIONS$35,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
712 H ST PMB 37WASHINGTONDC20002N/APCGENERAL OPERATIONS$50,000
THE JERUSALEM FOUNDATION INC
420 LEXINGTON AVE 1645NEW YORKNY10170N/APCGENERAL OPERATIONS$500,000
THE JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZANEW YORKCA10023N/APCSPECIAL PROJECT$25,000
THE MARSHALL PROJECT
156 WEST 56TH STREET STE 701NEW YORKNY10019N/APCGENERAL OPERATIONS$75,000
THE ROGOSIN INSTITUTE AT NY HOSPITAL CORNELL MED CTR
430 E 71ST STNEW YORKNY10021N/APCGENERAL OPERATIONS$34,000
THE STUDIO MUSEUM IN HARLEM
144 WEST 125TH STREETNEW YORKNY10027N/APCGENERAL OPERATIONS$100,000
THE TRUST FOR PUBLIC LAND
2441 N FIRELANE ROADSOUTHAMPTONNY08088N/APCSPECIAL PURPOSE$250,000
TIDEPOOL PROJECT
555 BRYANT STREET 429PALO ALTOCA94301N/APCGENERAL OPERATIONS$300,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREET STE 850SAN FRANCISCOCA94104N/APCGENERAL OPERATIONS$750,000
TRICKLE UP PROGRAM INC
104 WEST 27TH STREET 12TH FLOORNEW YORKNY10001N/APCSPECIAL PROJECT$200,000
TRIPLE CANOPY
12018 SUNRISE VALLEY DR STE 140RESTONVA20191N/APCGENERAL OPERATIONS$20,000
TYPE MEDIA CENTER
116 EAST 16TH STREET 8TH FLOORNEW YORKNY10003N/APCSPECIAL PROJECT$50,000
UCSF FOUNDATION (UNIV OF CA SF - MADISON CLINIC JUV DIAB)
220 MONTGOMERY STREETSAN FRANCISCOCA94104N/APCSPECIAL PROJECT$500,000
UNIVERSITY OF VIRGINIA SCHOOL OF LAW
580 MASSIE RDCHARLOTTESVILLEVA22903N/APCGENERAL OPERATIONS$500,000
UPSTREAM
PO BOX 83346WOBURNMA01813N/APCGENERAL OPERATIONS$100,000
VENTURE FOR AMERICA
40 WEST 29TH STREET STE 301NEW YORKNY10001N/APCSPECIAL PROJECT$100,000
VOLUNTEERS OF LEGAL SERVICE INC
40 WORTH STREET STE 820NEW YORKNY10013N/APCGENERAL OPERATIONS$40,000
WALNUT STREET THEATRE
825 WALNUT STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$12,500
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$100,000
WHYY INC
150 N 6TH STPHILADELPHIAPA19106N/APCSPECIAL PURPOSE$175,000
WILLIAMSTOWN THEATRE FESTIVAL
1000 MAIN STWILLIAMSTOWNMA01267N/APCGENERAL OPERATIONS$25,000
WILMA THEATER
265 S BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$37,500
WOOLLY MAMMOTH THEATER CO
641 D STREET NWWASHINGTONDC20004N/APCGENERAL OPERATIONS$50,000
YALE LAW SCHOOL
PO BOX 208215NEW HAVENCT06520N/APCSPECIAL PROJECT$750,000
YALE SCHOOL OF DRAMA
222 YORK STREETNEW HAVENCT06511N/APCGENERAL OPERATIONS$100,000
YALE SCHOOL OF ORGANIZATION AND MANAGEMENT
165 WHITNEY PO BOX 208200NEW HAVENCT06511N/APCSPECIAL PROJECT$600,000
YEAR UP
1420 PINE STREETPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$250,000
YOUNG ADULT INSTITUTE
120 W 16TH STNEW YORKNY10011N/APCGENERAL OPERATIONS$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,495,668TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (93 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
52ND STREET PROJECT
789 10TH AVENUENEW YORKNY10019N/APCGENERAL OPERATIONS$30,000
ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA
C/O DREXEL UNIVERSITY 1900 BENJAMINPHILADELPHIAPA19103N/APCSPECIAL PROJECT$100,000FRANKLIN PARKWAY
AMERICAN JOURNALISM PROJECT
6218 GEORGIA AVENUE NW STE 1-599WASHINGTONDC20011N/APCGENERAL OPERATIONS$250,000
AMERICAN SOCIETY FOR YAD VASHEM
500 5TH AVE STE 42NEW YORKNY10110N/APCGENERAL OPERATIONS$100,000
ANTI-DEFAMATION LEAGUE (ADL)
PO BOX 54646PHILADELPHIAPA19148N/APCSPECIAL PROJECT$125,000
ARDEN THEATRE CO
40 N 2ND STREETPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$25,000
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609NEW YORKNY10036N/APCGENERAL OPERATIONS$100,000
BROOKLYN MUSEUM OF ART
144 UNION STREETBROOKLYNNY11231N/APCGENERAL OPERATIONS$100,000
CALDER PHILADELPHIA
THREE LOGAN SQUARE STE 4050PHILADELPHIAPA19103N/APCGENERAL OPERATIONS$1,000,000
CENTER FOR FICTION
15 LAFAYETTE AVENUEBROOKLYNNY11217N/APCGENERAL OPERATIONS$20,000
CHILDREN'S MUSEUM OF THE ARTS
103 CHARLTON STREETNEW YORKNY10014N/APCGENERAL OPERATIONS$50,000
CITY UNIVERSITY OF NEW YORK
135 E 22ND STREETNEW YORKNY10010N/APCSPECIAL PROJECT$250,000
COMMUNITY LEGAL SERVICES OF PHILADELPHIA INC
1424 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$150,000
CONCERTO SOLOISTS CHAMBER ORCHESTRA OF PHILADELPHIA
1520 LOCUST ST 500PHILADELPHIAPA19102N/APCGENERAL OPERATIONS$50,000
CONGREGATION EMANU-EI
2 LAKE STREETSAN FRANCISCOCA94118N/APCSPECIAL PURPOSE$300,000
CONGREGATION EMANU-EI
2 LAKE STREETSAN FRANCISCOCA94118N/APCSPECIAL PURPOSE$250,000
CONSUMER BANKRUPTCY ASSISTANCE PROJECT
718 ARCH STREET SUITE 300NPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$12,500
CREATIVE TIME
59 E 4TH ST 6TH FLNEW YORKNY10003N/APCGENERAL OPERATIONS$50,000
DEVELOPMENT MEDIA INTERNATIONAL (DMI)
N/APCSPECIAL PROJECT (FOREIGN EQUIVALENCY DETERMINATION - EXPENDITURE RESPONSIBILITY PERFORMED)$200,000UNIT R-RELIANCE WHARF HERTFORD ROADLONDON N1 5EWUK
DIA ART FOUNDATION
535 W 22ND ST 4TH FLNEW YORKNY10011N/APCSPECIAL PURPOSE$125,000
DISCOUNT ON PRESENT VALUE
375 PARK AVENUE SUITE 1602NEW YORKNY10152N/APCSPECIAL PURPOSE-$248,328
DRAWING CENTER
35 WOOSTER STNEW YORKNY10013N/APCGENERAL OPERATIONS$100,000
EARLY MUSIC FOUNDATION
10 W 68TH STNEW YORKNY10023N/APCGENERAL OPERATIONS$12,500
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD C385SAN FRANCISCOCA94123N/APCGENERAL OPERATIONS$35,000
EUGENE O'NEILL THEATRE CENTER
230 W 49TH STNEW YORKNY10019N/APCGENERAL OPERATIONS$20,000
FAMILY HOUSE
540 MISSION BAY BLVD NSAN FRANCISCOCA94158N/APCGENERAL OPERATIONS$100,000
FOUNDATION FOR CONTEMPORARY ARTS
820 GREENWICH ST FLOOR 4NEW YORKNY10014N/APCSPECIAL PURPOSE$20,000
FUND FOR THE CITY OF NEW YORK - PROMISE PROJECT
121 AVENUE OF AMERICAS 6TH FLOORNEW YORKNY10013N/APCGENERAL OPERATIONS$50,000
GHETTO FILM SCHOOL
79 ALEXANDER AVE STE 4BRONXNY10454N/APCGENERAL OPERATIONS$133,000
GIRL SCOUT COUNCIL OF GREATER NEW YORK
40 WALL ST STE 708NEW YORKNY10005N/APCSPECIAL PURPOSE$75,000
HAITI CARDIAC ALLIANCE
47 MAPLE STREET 213BURLINGTONVT05401N/APCGENERAL OPERATIONS$125,000
HORIZONS NATIONAL
12 E 89TH STNEW YORKNY10128N/APCGENERAL OPERATIONS$35,000
INDEPENDENCE HISTORICAL TRUST
316 CHESTNUT STPHILADELPHIAPA19106N/APCGENERAL OPERATIONS$50,000
INSTITUTE OF CONTEMPORARY ARTS
111 SOUTH MICHIGAN AVENUECHICAGOIL60603N/APCGENERAL OPERATIONS$50,000
INTERACT THEATER CO
302 S HICKS STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$15,000
JBI INTERNATIONAL
110 E 30THNEW YORKNY10016N/APCGENERAL OPERATIONS$12,500
JUDD FOUNDATION
101 SPRING STNEW YORKNY10012N/APCSPECIAL PURPOSE$75,000
JUVENILE LAW CENTER
1800 JFK BLVD 1900BPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$200,000
LAKE FOREST COLLEGE
555 N SHERIDAN RDLAKE FORESTIL60045N/APCGENERAL OPERATIONS$50,000
LONGHOUSE RESERVE
133 HANDS CREEK ROADEAST HAMPTONNY11937N/APCGENERAL OPERATIONS$20,000
MANHATTAN COUNTRY SCHOOL
150 WEST 85TH STREETNEW YORKNY10024N/APCGENERAL OPERATIONS$100,000
MARIN COUNTRY DAY SCHOOL
5221 PARADISE DRCORTE MADERACA94925N/APCGENERAL OPERATIONS$75,000
MERCY HOUSING CALIFORNIA
720 7TH STREETSACRAMENTOCA95814N/APCGENERAL OPERATIONS$375,000
MUSEUM OF THE AMERICAN REVOLUTION
383 MAIN AVENUE 5TH FLOORNORWALKCT06851N/APCGENERAL OPERATIONS$25,000
MUSEUM VIEWS LTD
2 PETER COOPER ROADNEW YORKNY10010N/APFGENERAL OPERATIONS (EXPENDITURE RESPONSIBILITY PERFORMED)$25,000
NATIONAL PRESS CLUB JOURNALISM INST
529 14TH STREET NW 13TH FLOORWASHINGTONDC20045N/APCGENERAL OPERATIONS$20,000
NEW ART PUBLICATIONS
80 HANSON PLBROOKLYNNY11217N/APCGENERAL OPERATIONS$50,000
NEW DOOR VENTURES
3221 20TH STSAN FRANCISCOCA94110N/APCGENERAL OPERATIONS$50,000
NEW YORK CITY CENTER
131 W 55TH STNEW YORKNY10019N/APCGENERAL OPERATIONS$37,500
NEW YORK RESTORATION PROJECT
254 WEST 31ST STREET 10TH FLOORNEW YORKNY10001N/APCGENERAL OPERATIONS$75,000
NEWARK MUSEUM
49 WASHINGTON STNEWARKNJ07102N/APCSPECIAL PURPOSE$20,000
OPERA COMPANY OF PHILADELPHIA
ACADEMY HOUSE 1420 LOCUST STREETPHILADELPHIAPA19102N/APCSPECIAL PROJECT$250,000STE 210
PEER HEALTH EXCHANGE
55 EXCHANGE PLACE STE 405NEW YORKNY10005N/APCGENERAL OPERATIONS$850,000
PEERFORWARD
1140 3RD ST NE SUITEWASHINGTONDC20002N/APCGENERAL OPERATIONS$50,000
PENNSYLVANIA BALLET ASSOCIATION
323 N BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$75,000
PEOPLE'S LIGHT & THEATRE CO
39 CONESTOGA ROADMALVERNPA19355N/APCGENERAL OPERATIONS$25,000
PHILADELPHIA FILM SOCIETY
1412 CHESTNUT STPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$12,500
PHILADELPHIA FUTURES FOR YOUTH
123 S BROAD ST STE 850PHILADELPHIAPA19109N/APCGENERAL OPERATIONS$150,000
PHILADELPHIA MURAL ARTS ADVOCATES
1727 MOUNT VERNON STPHILADELPHIAPA19130N/APCGENERAL OPERATIONS$75,000
PHILADELPHIA YOUTH BASKETBALL INC
1735 MARKET STPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$150,000
PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA
1144 LOCUST STREETPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$150,000
PLAYING ON AIR
106 UNDERHILL ROADHILLSDALENY12529N/APCGENERAL OPERATIONS$25,000
PRINTED MATTER INC
231 11TH AVENEW YORKNY10001N/APCGENERAL OPERATIONS$30,000
PUBLIC ART FUND
ONE EAST 53RD STNEW YORKNY10022N/APCSPECIAL PURPOSE$50,000
RADIO DIARIES (NPR)
20 JAY STREET 205BROOKLYNNY11201N/APCGENERAL OPERATIONS$10,000
REPRODUCTIVE HEALTH ACCESS PROJECT
PO BOX 21191NEW YORKNY10025N/APCSPECIAL PURPOSE$50,000
ROUNDABOUT THEATRE COMPANY
227 W 42ND STNEW YORKNY10036N/APCSPECIAL PURPOSE$100,000
SAFE & SOUND (FORMERLY SF CHILD ABUSE PREV CTR)
1757 WALLER STREETSAN FRANCISCOCA94117N/APCSPECIAL PROJECT$150,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107N/APCGENERAL OPERATIONS$200,000
SECOND STAGE THEATRE
305 W 43RD STREETNEW YORKNY10036N/APCGENERAL OPERATIONS$50,000
SHE SHOULD RUN
80 M ST SE FL 1WASHINGTONDC20003N/APCGENERAL OPERATIONS$25,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612N/APCSPECIAL PURPOSE$100,000
SLIFKA CENTER AT YALE
80 WALL STREETNEW HAVENCT06511N/APCGENERAL OPERATIONS$150,000
SUPPORT CENTER FOR CHILD ADVOCATES INC
ONE PENN CENTER 1617 JOHN F KENNEDYPHILADELPHIAPA19103N/APCGENERAL OPERATIONS$150,000BLVD 1200
SURFRIDER FOUNDATION
PO BOX 193652SAN FRANCISCOCA94119N/APCGENERAL OPERATIONS$30,000
TEN STRANDS
PO BOX 150869SAN RAFAELCA94915N/APCGENERAL OPERATIONS$50,000
TERRE DES HOMMES
N/APCGENERAL OPERATIONS$150,000AVENUE DE MONTCHOISI 15 CH-1006LAUSANNESZ
THATCHER SCHOOL
5025 THACHER ROADOJAICA93023N/APCSPECIAL PROJECT$75,000
THE 19TH NEWS
1201 BARBARA JORDAN BLVD SUITE 700AUSTINTX78723N/APCGENERAL OPERATIONS$50,0001188
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
712 H ST PMB 37WASHINGTONDC20002N/APCGENERAL OPERATIONS$35,000
THE ROGOSIN INSTITUTE AT NY HOSPITAL CORNELL MED CTR
430 E 71ST STNEW YORKNY10021N/APCGENERAL OPERATIONS$66,000
THE TRUST FOR PUBLIC LAND
2441 N FIRELANE ROADSOUTHAMPTONNY08088N/APCSPECIAL PURPOSE$250,000
TRIPLE CANOPY
12018 SUNRISE VALLEY DR STE 140RESTONVA20191N/APCGENERAL OPERATIONS$20,000
UNIVERSITY OF VIRGINIA SCHOOL OF LAW
580 MASSIE RDCHARLOTTESVILLEVA22903N/APCGENERAL OPERATIONS$500,000
VOLUNTEERS OF LEGAL SERVICE INC
40 WORTH STREET STE 820NEW YORKNY10013N/APCGENERAL OPERATIONS$40,000
WALNUT STREET THEATRE
825 WALNUT STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$12,500
WHYY INC
150 N 6TH STPHILADELPHIAPA19106N/APCSPECIAL PURPOSE$175,000
WILLIAMSTOWN THEATRE FESTIVAL
1000 MAIN STWILLIAMSTOWNMA01267N/APCGENERAL OPERATIONS$25,000
WILMA THEATER
265 S BROAD STPHILADELPHIAPA19107N/APCGENERAL OPERATIONS$37,500
WOOLLY MAMMOTH THEATER CO
641 D STREET NWWASHINGTONDC20004N/APCGENERAL OPERATIONS$100,000
YALE SCHOOL OF DRAMA
222 YORK STREETNEW HAVENCT06511N/APCGENERAL OPERATIONS$100,000
YEAR UP
1420 PINE STREETPHILADELPHIAPA19102N/APCGENERAL OPERATIONS$250,000
YOUNG ADULT INSTITUTE
120 W 16TH STNEW YORKNY10011N/APCGENERAL OPERATIONS$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$9,925,672TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,546ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,322,883ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$56,076UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$42,375,225ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,201,680ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$56,076UnrelatedBusinessTaxblIncmAmt
Exclusion$88,903,334ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,959,410TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
THOMAS & ASSOCIATES CPA PC - BOOKKEEPING$42,165$21,083$21,083
CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT & TAX SERVICES$60,770$30,385$95,944

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
THE CASEY HOUSE
119 ISABELLA STREETTORONTOONTARIOCAM4Y 1P22021-03-09$20,000UNRESTRICTED$20,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
MUSEUM VIEWS
2021-09-24$50,000UNRESTRICTED$50,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.2 PETER COOPER ROADNEW YORKNY10010
PRAEKELT FOUNDATION
44 STANLEY AVENUEMILPARKJOHANNESBURGSF20922021-04-26$150,000TO FUND THE FURTHER DEVELOPMENT AND DEPLOYMENT OF TURN, YOUR NEW PLATFORM FOR IMPROVING PATIENT OUTCOMES THROUGH DIGITAL MESSAGING TOOLS.$150,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
TERRE DES HOMMES
AVENUE DE MONTCHOISI 15 CH-1006LAUSANNESZ2021-12-29$300,000TO SUPPORT THE PARTNERSHIP IN JHARKHAND, INDIA TO DEVELOP, TEST, AND DEPLOY A PLATFORM TO DIGITIZE PRIMARY HEALTH CENTERS USING THE IEDA SYSTEM SUCCESSFULLY DEMONSTRATED IN BURKINA FASO.$300,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.
DRAPER RICHARDS KAPLAN FOUNDATION
2021-09-17$200,000TO BE USED TOWARDS THE FOUNDATION'S SELECTION CRITERIA AND THE USE AND UNDERSTANDING OF DIGITAL AND RELATED TECHNOLOGIES IN THE FOUNDATION'S PORTFOLIO ORGANIZATIONS TO ADVANCE THEIR SOCIAL IMPACT ACROSS THEIR TARGETED POPULATIONS.$200,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.1600 EL CAMINO RAL SUITE 155MENLO PARKCA94025
DEVELOPMENT MEDIA INTERNATIONAL (DMI)
UNIT R-RELIANCE WHARF HERTFORD ROADLONDONUKN1 5EW2021-08-11$400,000SPECIAL PROJECT$400,000TO KNOWLEDGE OF THE FD., NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE.ANNUALTHE HORACE W. GOLDSMITH FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN CHASE BANK, N.A.$177,080,383$177,080,383
SELECT EQUITY GROUP, L.P.$65,963,483$65,963,483
JP MORGAN CHASE BANK, N.A.$194,273,650$194,273,650

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$74,888,764StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$74,888,764StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COATUE GROWTH FUND VFMV$4,156,981$4,156,981
TPG PUBLIC EQUITY FUNDFMV$58,405,809$58,405,809
ETON PARK OVERSEAS FUND LTDFMV$657$657
GREAT JONES FUNDFMV$67,598,786$67,598,786
SYCAMORE PARTNERS IIIFMV$22,004,058$22,004,058
WEBSTER CAPITAL IIIFMV$9,616,499$9,616,499
SYCAMORE PARTNERS IIFMV$13,482,797$13,482,797
SYCAMORE PARTNERSFMV$10,393,740$10,393,740
GGC NEUSTAR INVESTORS LPFMV$2,655,727$2,655,727
GOLDEN GATE CAPITALFMV$27,339,832$27,339,832
WEBSTER CAPITAL IVFMV$15,677,015$15,677,015
WEBSTER CAPITAL VFMV$9,205,484$9,205,484

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BALLARD SPAHR ANDREWS & INGERSOLL LLP$9,215$9,215$0
MCDERMOTT WILL & EMERY$2,310$0$2,310

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST & DIVIDEND RECEIVABLEDesc
BOY Book Value$40,802BOYBookValueAmt
EOY Book Value$32,856EOYBookValueAmt
EOYFMV$32,856EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS ON LIMITED PARTNERSHIPS$5,537,542
FEDERAL EXCISE TAXES-DEFERRED$765,468

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$4,092$0$4,092
POSTAGE$3,708$0$3,708
INSURANCE$28,257$14,129$18,591
OFFICE EXPENSES$13,709$0$13,709
PAYROLL SERVICE FEES$2,444$0$2,444
MAINTENANCE$7,603$0$7,603
MISCELLANEOUS EXPENSE$9,220$0$9,220
FILING FEES$1,500$0$1,500
PARTNERSHIPS OTHER DEDUCTIONS$0$2,077,897$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIPS NET INCOME$42,375,225$67,738$42,375,225
ADD: AMOUNT ATTRIBUTABLE TO UBI$0$108,923$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$55,069,651Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$2,196,556BOYBookValueAmt
EOY Book Value$2,962,024EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER CONSULTING$562$0$562
INVESTMENT MANAGEMENT FEES - EAGLE CAPITAL MANAGEMENT$1,283,188$1,283,188$0
INVESTMENT MANAGEMENT FEES - SELECT EQUITY GROUP, L.P.$1,035,836$1,035,836$0
INVESTMENT MANAGEMENT FEES - GARDNER RUSSO & GARDNER LLC$264,537$264,537$0
CUSTODIAL FEES - JP MORGAN CHASE BANK, N.A.$69,572$69,572$0
CUSTODIAL FEES - PERSHING ADVISORS$6,208$6,208$0
PHILANTHROPIC ADVISORY & GRANT MAKING SERVICES$18,000$0$13,500
INVESTMENT CONSULTING SERVICES$37,000$37,000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES-CURRENT$777,012$0$0
FEDERAL UBI TAXES$1,483$0$0
STATE UBI TAXES$0$0$0
FOREIGN TAXES WITHHELD$2,427$2,427$0
PART. FOREIGN TAXES$0$3,203$0
LESS: AMOUNT ATTRIBUTABLE TO UBI$0-$1$0

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